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Website Case Study for
Secure Financial Planning

The Mission: To create a modern, user-friendly website for Secure Financial Planning that reflects their professional expertise, enhances client engagement through interactive financial tools, and simplifies the journey toward securing their financial future.

Project Overview

Secure Financial Planning provides expert financial guidance tailored to individuals and businesses. Their services include retirement planning, investment strategies, inheritance tax solutions, and personal & business protection. Focused on clarity and approachability, Secure Financial Planning empowers clients to make confident financial decisions.

Challenges & Objectives:

  • Reflect their professional and client-first approach with a clean, modern design.

  • Simplify navigation to improve access to key services and resources.

  • Design & develop interactive tools to support users in making better financial decisions.

  • Include options for consultation booking, a video library, newsletters, and contact forms.

Strategic Approach

Tailored Website Structure

We streamlined the website’s structure to improve usability, making it easy for visitors to explore services such as:

  • Financial Planning & Consultancy
  • Retirement Planning & Pensions
  • Savings & Investments
  • Inheritance Tax Planning
  • Personal & Business Protection

Clear calls-to-action, such as “Book a Free Consultation”, were implemented to encourage engagement and enquiries.

Custom Financial Calculators

A key component of the project was the development of 6 bespoke financial calculators using HTML, CSS, and JavaScript. These tools empower users to gain financial clarity and make better decisions:

  • Investment Calculator: Helps users project future returns on their investments.

  • Inheritance Calculator: Assists with estimating potential inheritance tax liabilities.
  • Health Risk Calculator: Evaluates financial risks associated with health.
  • Loan Calculator: Simplifies loan repayment planning.
  • Inflation Calculator: Demonstrates the impact of inflation on savings and expenses over time.
  • Pensions Calculator: Allows users to plan their retirement effectively with tailored projections.

These calculators positioned Secure Financial Planning as a leader in providing practical, user-friendly tools for financial guidance.

Professional, Responsive Design

We delivered a clean, modern website with a responsive layout optimised for all devices. Key features included:

  • A streamlined homepage focusing on Secure Financial Planning’s personalised approach.
  • A resources section featuring a video library, newsletters, and consultation booking.
  • Integration of Google Reviews to highlight client testimonials and build trust.

SEO & Content Optimisation

Content from the existing website was migrated and optimised to enhance search engine visibility while maintaining a professional, approachable tone. Each service page was tailored to communicate the benefits of working with Secure Financial Planning, such as:

  • Expert advice delivered with clarity.
  • Solutions tailored to each client’s goals.
  • A focus on long-term relationships and success.

Smart Contact Forms

We implemented conditional contact forms that dynamically adjust fields based on user input, ensuring streamlined enquiries and better lead quality.

Results

  • A clean design and intuitive navigation made it easier for users to access services and resources.

  • The 6 custom calculators added practical value, encouraging visitors to interact with the site for longer.

  • Integration of Google Reviews and professional resources showcased expertise and reassured visitors.

  • Streamlined contact forms improved enquiry rates and the quality of leads.